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Turnkey Solution for Your Practice

Transform the retirement income advice in your practice and grow your business with our easy to use web-based software.

Financial Professionals

Financial Professionals can use The Retirement Buckets® Income Plan platform as a turnkey solution to manage the retirement income requirements for their clients.

The software is built to service the entire book of business under a single sign-on and empowers the advisory practice to cater the retirement income services to any client.

Why do I need it.

Consistent, repeatable, and highly scalable process built on our easy to use web-based software to create retirement income advice.

What do I get.

50% permanent discount available to all clients in your practice, for any plan selected, plus FREE demo user accounts for your use.

How do I get it.

Register your practice to receive a unique permanent discount code to use with all of your clients when enrolling in Retirement Buckets®.

Become an expert in retirement income advice.

Remove the complexity of advising your clients and grow your practice through referrals with the retirement income advice platform at your fingertips.

1

Monthly gross Fixed Income (Social Security, pensions, annuities, etc.) available throughout the retirement years and adjusted to COLA every 5-year period.

2

Monthly gross Investment Income generated by the Investment Income Bucket Strategy and adjusted to inflation every 5-year period.

3

Total monthly gross Retirement Income generated by Fixed Income and Investment Income.

4

Investment Income Bucket Strategy is comprised of four buckets designed to help generate gross Investment Income.

5
Current Income Bucket is a short-term risk-avoidance strategy designed to distribute an ongoing monthly income throughout the retirement years.
6
5-Year Growth Bucket is a short-term risk-minimization investment strategy designed to periodically refill the Current Income Bucket.
7
10-Year Growth Bucket is an intermediate-term risk-reduction investment strategy designed to periodically refill the Current Income Bucket and 5-Year Growth Bucket.
8
10-Year+ Growth Bucket is a long-term risk-management investment strategy designed to periodically refill the 10-Year Growth Bucket.

Financial professional practice registration and discount code request

Existing financial professional practice discount code retrieval

Establish new client relationships.

Whether your prospects are in the accumulation stage, getting ready for retirement, or already retired, present your retirement income process using your FREE demo accounts.

Value proposition.

Guide your prospects through the retirement income development process and immediately demonstrate the value of your recommendations.

Qualify your prospects.

Quantitatively qualify your prospects and quickly determine if they fit into your advisory business model when it comes to AUM minimums, fees, and other criteria used in your practice.

Lead generation.

The referral mindset is deeply integrated into the software enabling your clients to naturally refer you to their neighbors, friends, family members, or colleagues.

Plan availability:

  • Registered (free)
  • Standard
  • Premium

Collect client’s information.

We made the data gathering easy and simple. The Retirement Buckets® will help you uncover all available fixed income and investable assets to generate the desired retirement income.

Easy data gathering.

Simplified walk-through data gathering process, including the assumptions about the life expectancy, inflation, and COLA, makes the client onboarding quick and easy.

Identify all fixed income.

Effortlessly identify all pensions, fixed annuities, variable annuities, Social Security, and any other fixed income available to your clients.

Identify the necessary assets.

Quickly determine the initial investment amount needed to implement The Retirement Buckets® Income Plan and present it to your clients.

Plan availability:

  • Registered (free)
  • Standard
  • Premium

Analyze and evaluate client's financial status.

Use The Retirement Buckets® Income Plan to provide your clients with clear understanding of their financial situation and their ability to transition from employment paycheck to retirement income.

Automated process.

The algorithm-based analysis process of The Retirement Buckets® Income Plan delivers consistent outcome for all of your clients, making your practice highly scalable.

Overview reports.

The set of comprehensive reports to help your clients visualize their retirement income, allowing you to move forward with the planning process.

Identify discretionary assets.

Facilitate the discussion to discover other assets beyond the required initial investment amount needed to implement The Retirement Buckets® Income Plan.

Plan availability:

  • Registered (free)
  • Standard
  • Premium

Develop recommendations.

Whether you elect using your own investment portfolios (Standard Plan) or include it in the Retirement Buckets® service (Premium Plan), the platform accommodates any practice regardless of advisor's investing style or experience.

Projected growth rates (Standard Plan).

The platform offers you the flexibility of selecting your own growth rate assumptions for each bucket within the guidelines of The Retirement Buckets® Income Plan.

Projected growth rates (Premium Plan).

The platform offers you detailed recommendations for each bucket designed to help reduce the trading costs, overall investment risk, and eliminate the emotional shifting of portfolios.

Initial recommendations.

The Retirement Buckets® Income Plan develops the initial bucket allocation and delivers it through the Implementation Overview, making it easy to present to your clients.

Plan deliverable.

The Retirement Buckets® Income Plan makes the documentation process easy and convenient for your practice by converting all screens into a single PDF report.

Plan availability:

  • Registered (free)
  • Standard
  • Premium

Implement recommendations.

The Retirement Buckets® Income Plan recommendations can be implemented on any platform, regardless if Standard or Premium plans are selected.

Investment selection (Standard Plan).

Implement with CDs, ETFs, mutual funds, annuities, and any other investments products that you commonly use in your practice.

Investment selection (Premium Plan).

Present your clients with the portfolios for each bucket in a simple to understand format to move forward with implementation.

When rollover is not available (Premium Plan).

To give you and your clients full flexibility in managing investments, the Retirement Buckets® includes broad and detailed asset allocation, so you can keep the investments where they are, but implement the recommendations.

Plan availability:

  • Registered (free)
  • Standard
  • Premium

Ongoing review and tasks.

The Retirement Buckets® Income Plan will guide you with the ongoing tasks and recommendations to help maintain the retirement income throughout the life of the plan.

Dashboard.

The Retirement Buckets® Income Plan is equipped with the dashboard that you can use to help your clients track the key components of their retirement income.

Activities and tasks.

Ongoing reminders for bucket rebalancing and bucket transfers to help you effectively manage your client's retirement income throughout the life of the plan.

Interactive client meetings.

The consistent and repeatable client experience will facilitate a higher client satisfaction, resulting in stronger relationship and increase in referrals.

Plan availability:

  • Registered (free)
  • Standard
  • Premium

Thank you for sharing!

Be sure to check our Refer-a-Friend program for potential permanent reduction to your advisory service plan fee.

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